AI算力扩张遇电网瓶颈，数据中心开工等待周期延至逾两年
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受电网接入排队及本地社区阻力等因素影响，新建数据中心从宣布到开工的平均等待周期已由以往的 18 个月显著拉长至两年以上，部分欧洲枢纽的电网接入甚至需等待长达十年。GlobalData 预测，数据中心年耗电量将从 2025 年的 590 TWh 攀升至 2030 年的 1,520 TWh。由于电网扩建通常需要 5 到 15 年，而数据中心建设仅需 1 到 3 年，两者在建设周期上的结构性错配已成为项目延误的首要诱因。
AI-generated from reports · Updated 16 hours ago
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- Data Center KnowledgeSelectedAI Compute Expansion Faces Local Grid Bottlenecks, Significantly Lengthening Data Center Timelines
Driven by grid interconnection queues and local community opposition, the average wait time from announcement to groundbreaking for new data centers has stretched from 18 months to over two years, with grid connection waits in some European hubs reaching up to a decade. GlobalData forecasts that annual data center power consumption will surge from 590 TWh in 2025 to 1,520 TWh by 2030. With grid expansion taking 5 to 15 years compared to just 1 to 3 years for data center construction, this structural mismatch has become the primary driver of project delays.
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